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Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 431 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

431 advisors

Unlock all 431
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Daniel AffettoWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2013
2Daniel M. AffettoWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2026
3Giorgio AlessandriaWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2026
4Michael A. AnchetaWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2026
5Eric G. AndersonWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2008
6Tate J. AndersonWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2025
7Thomas E. AnsielWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2021
8Aaron AnspachWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2013
9Dmarte ArafilesWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2022
10Derek BabbWheaton, ILFirst Trust Advisors LPAdviser and broker–Atlas2019

421 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.